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  1. bkp_duke

    Russia/Ukraine conflict

    Pretty much what I said, in the now-deleted post (hopefully Elon's words will stand where mine get deleted).
  2. bkp_duke

    Coronavirus

    Multiples higher.
  3. bkp_duke

    Coronavirus

    That study terrifies me, as an endocrinologist. Type 1 DM is something we haven't made much "curative" progress on in the past 40 years. Plenty of perpetual treatment progress, but not much curative. Anything that increases the incidence is disturbing.
  4. bkp_duke

    Snippiness 2.0

    We seriously don't need you to repost every Waymo X/Twitter post. Doesn't seem to be anything "new" in the majority of your posts.
  5. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Small world! I had that car too, except the diesel 5-speed version. Car was such a troll, 0-60 in like 25s.
  6. bkp_duke

    Coronavirus

    New study indicates and association between SARS-CoV-2 antibodies in infants and development of anti-islet antibodies (a precursor for Type 1 diabetes). Not proven causality, but concerning data...
  7. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    LoL, I was there, most of the day too. We probably walked right past each other.
  8. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    https://calmatters.org/environment/2023/09/california-electric-car-rebates/ Not really surprised.
  9. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Wow, if the CT is dropped live at the Detroit auto show, that would be the biggest middle finger to both the Detroit 3 and the UAW. I could defiantly see that being something Elon would do.
  10. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There are several sites that scrape the Tesla database multiple times per day. One I follow is tesla-info.com. The graph seems consistent with the daily email updates on Y inventory that I get.
  11. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've been seeing this as well. I can say that despite the inventory jump, I'm sitting at a sales/service center right now (blown strut on my 3 - don't ask) and this place is HOPPING in the sales area. Not just people that ordered and are picking up, but I've seen repeated customers drive/walk...
  12. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Per the article I read on Yahoo, Hilton owned, all sub-brands.
  13. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fremont is already being retrofitted for Highland. ETA for production is Q1 2024. This aligns correctly with both the major construction permitting changes we have seen for Fremont, as well as the new construction seen on drones (possibly a large pad for more gigapresses, but that's not...
  14. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    At that production rate, I really can't wait for someone to do a teardown. I'm hopeful that they moved to gigacasts in this iteration, but no one has shown anything on this that I can find.
  15. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Any ideas on if the language change on FSD indicates a deferred revenue accounting claim for the currently held FSD funds? Possibly a one-time, well-timed, injection of funds into Q3 to counterbalance the "factory shutdowns" Elon warned about.
  16. bkp_duke

    Waymo

    Bosch is withdrawing from the development of lidar sensors https://app-handelsblatt-com.translate.goog/unternehmen/mittelstand/autonomes-fahren-bosch-steigt-bei-entwicklung-von-lidar-sensoren-aus-/29362384.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=nui That won't help the cost of Lidar.
  17. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Fremont will never produce the Model 2. The entire point of the Model 2 is low cost. Fremont is as expensive as things get for Tesla. Inefficient legacy layout, and Bay Area labor prices.
  18. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You would not say that if you had had the rear bumper off of a current 3. The number of welds is . . . impressive / shameful.
  19. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Anyone else notice the car reviewed has the Hankook Ion EV specific tires? Lots of people here have really liked those tires. Guess Tesla liked them enough to make them an OEM tire.
  20. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This. NEED Plaid 3, Ultra Red. (pretty please Elon)
  21. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Remember, production for the Highland 3 will be akin to the existing Y - shorter assembly lines, shorter assembly time, and overall higher throughput. Margins from the get go on this should be nice, given how much line optimization the Y has had that will be brought to bear immediately on the...
  22. bkp_duke

    Waymo

    https://www.sfchronicle.com/projects/2023/self-driving-car-crashes/
  23. bkp_duke

    Wiki Selling TSLA Options - Be the House

    The Volume for VFS Mar 2024 options is miniscule. I'm seeing 100 Calls so far have a volume of 162, and everything else for that date is 25 or less (most single digits). Liquidity getting out of a position could be a problem.
  24. bkp_duke

    Coronavirus

    I suspect the "spike" is back-to-school and all the kidos sharing their summer bugs. Hopefully will die down in a few weeks.
  25. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My rideshare rides in Waymo and Cruise must be WAY different than yours. Both in SF back in June had multiple problems requiring "remote intervention" from their teams.
  26. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Apparently, and I kid you not, it's because their official mileage estimates from the EPA came out today, and they are better than Vinfast expected them to be. Wow, what a low bar for a 100%+ pop on the stock.
  27. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Brave browser (a Chrome clone) does this automatically. Has moved to my preferred browser now.
  28. bkp_duke

    Wiki Selling TSLA Options - Be the House

    Please, take another vacation. Just give us all a heads up.
  29. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I can one-up that. I got a threat of legal action last time I replied to him (before I was blocked).
  30. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Russ is a known Tesla hater. He can't stand anything Elon. Zero surprises in this article.
  31. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Teslacam doesn't record audio. Glad the kid is ok.
  32. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is a looming UAW strike in the next 30 days if an agreement with the "big 3" is not reached. Do we think something like this will help Tesla and TSLA? Or drag them down along with everyone else?
  33. bkp_duke

    Supercharger - Olema, CA (LIVE 16 Aug 2023, 6 V2 stalls)

    Wow, a V2 site. Rocking old school for a new site. Interesting.
  34. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    It's part of how Tesla does "service" in their accounting. Used car sales are bundled in with Service charges, and without the used car sales Tesla would probably book a loss in this category.
  35. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Given the trade-in quotes I've seen a few people pass on, Tesla is making very good bank on used Teslas. Probably as much % as a new car in most instances.
  36. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Because Tesla is . . . the largest reseller of used Teslas.
  37. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That would negatively impact used S/X prices (further). A nerf'd version of the car is essentially a new offering, and doesn't have that downward pull on resell prices.
  38. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Not just CT sightings. We're starting to see (at least I do in videos), Model Y's with white interiors. Previously Austin was only doing the black interior.
  39. bkp_duke

    Wiki Selling TSLA Options - Be the House

    I'm holding a stack of leaps like this. There is a lot of time left on them, I intend to hold them for at least 6 months longer and not act on them, not unless the stock surpasses 400.
  40. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just my 0.02 - but I would bet that Tesla has an abundance of 16850-based packs (which only the S/X use). If memory serves me, they have a contract with Panasonic Japan for a certain number of cells per quarter of 18650. So, they have to find some way to sell them. Nothing else uses them, not...
  41. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Surprised I haven't see this posted here yet. Another NACS convert. https://www.teslarati.com/fisker-tesla-nacs-connector/
  42. bkp_duke

    Waymo

    Oh, look, you're back with more hyperbole. My post was factual, your's . . . trolling.
  43. bkp_duke

    Coronavirus

    It's not right, but it's not uncommon, at least before the pandemic. I remember many an influenza season when we have to mask up prior to going into a room, etc. but the hospital was far less strict on family that were visiting.
  44. bkp_duke

    Waymo

    https://www.nbcbayarea.com/news/local/cruise-cars-standstill-traffic-san-francisco-north-beach/3294264/ Yep, Cruise cars causing a traffic jam in SF. That's certainly "showing Tesla how its done" /S
  45. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I've heard this for 18 months now. Do we have anything concrete? Semi-concrete?
  46. bkp_duke

    Russia/Ukraine conflict

    Russia requested a meeting in the UN Security Council on the supply of weapons to Ukraine on August 17 https://oopstop.com/russia-requested-a-meeting-in-the-un-security-council-on-the-supply-of-weapons-to-ukraine-on-august-17/ To Putler:
  47. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla offering discounts for existing Powerwall owners to add more storage. Just got this in my email a few minutes ago.
  48. bkp_duke

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    $10,000 for 2 chargers, one at home, one at work. WTH did he install? DCFC to his house? /s (yes, I saw he had to upgrade his home electric panel - it's a joke)
  49. bkp_duke

    Waymo

    Great, something else for the CPUC to scew up. Living in CA, this entity is the primary reason we have the highest power rates in the country (surpassed Hawaii 2 years ago). Not a group that most Californians trust to complete something correctly or in any kind of efficient manner.
  50. bkp_duke

    Waymo

    Tangential question - why is the UTILITY COMMISSION in charge of . . . robotaxies?